Creating Daily Project Status Emails

Question

Can someone point me in the right direction in creating daily project status emails. I would like to have an email sent to each person involved in a project with their tasks, deadlines, etc. Sort of a daily reminder of work that needs to be done, etc. I've done a lot of searches but still can't quite find the information I need. Is there anything out there that can do this for me?

Adam

Jordan Vrtanoski · Accepted Answer

To do this you need to create a cron job on the odoo server to generate (and send) emails to your team mebers. The content of the email is determined by an email template. In your case, I suggest createing template for the "task" model. I have shared a code segment that can be used to create the email in the following question thread https://www.odoo.com/forum/help-1/question/automatically-send-email-when-i-submited-a-form-76030.

Same thread contains tips how to create the server actions.

Tobias Frankl · Answer

to have data from two models as data source for  your email you could build a postgres view. See my latest question. It worked for me as basis for a graph view
https://www.odoo.com/forum/help-1/question/graph-view-with-data-from-multiple-tables-example-how-to-solved-75729

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
Refer the app:
https://apps.odoo.com/apps/modules/15.0/auto_daily_weekly_report/ [1]

[1] https://apps.odoo.com/apps/modules/15.0/auto_daily_weekly_report/

Adam Fisher · Answer

Thank you for your response. It definitely got me moving in the right direction. One thing I have been having problems with is find good tutorials/docuemnts on building these custom emails. Since I need to pull information from both projects and the tasks underneath the projects I'm not quite sure how to get the information from two seperate objects.

Does anyone have a link to some good tutorials regarding the customization/creation of email templates?

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